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The Company:
A highly regarded boutique Investment Management Company
The Role:
The Paraplanner will support a team of Wealth Managers / Wealth Planners in the administrative management of client portfolios as well as assisting in the growth of the business whilst providing a high level of client service and support.
The Paraplanner will prepare and implement recommendations and prepare balance sheets for the client portfolios.
The Paraplanner will create and maintain new and existing client files, CGT calculations plus various client reporting requirements.
The Paraplanner will monitor client accounts entrusting that they are not violating guidelines and update and change accordingly.
The Paraplanner will have face to face exposure with clients and will prepare the client meeting summary plan documents and recommendations, obtaining information to create cash flow plans and follow up on return documentation.
The Paraplanner will gather relevant review documents and review reports required for the meetings.
The Paraplanner will run daily/weekly/monthly performance reports on interval systems, ensuring that any irregularities are inspected and resolved.
The Paraplanner will work with platform and service providers as required.
The Candidate
Minimum of 2 years’ experience in a similar Paraplanner or Wealth Planning Support role within Wealth Management.
Working towards a financial planning Diploma of not already achieved.
A good hard-working attitude with an ability to learn quickly – essential
Strong knowledge of MS Office Suite.
CRM experience – advantageous.
Strong written and verbal communication skills, decision-making abilities, and attention to detail
Ability to interact with staff at all levels in a fast-paced environment, sometimes under pressure